Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the...
With almost 80% of 55-64 year olds and 46% of 64+ year olds on-line in Australia, there is no denying that the SilverSurfer generation are embracing the World Wide Web – and not just from a computer – phones and tablets are fast becoming the most...
Is it really your great Aussie dream? It happens every year. You’re strolling down the high street of your local beachside town enjoying a long hot summer with the family when a holiday home in the real estate agents’ window catches your eye. And you start thinking:...
In a bid to avoid common basic errors in the lead up to June 30, BDO has released a checklist for SMSF professionals to be wary of.
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It can be tempting to put off thinking about aged care. When you’re busy enjoying life in the present it can be challenging to find the time or desire to think too far ahead. But the key to successful ageing is having a sense of...
Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head. So, if you’re considering marriage, perhaps for a second time or more, give thought to the financial implications of marrying later in life and...
Sizeable cryptocurrency transactions will “come to the attention of the ATO” under new rules that came into effect this week, so a mid-tier firm has put together a checklist of key considerations to keep SMSF investors compliant.
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Taking stock of how your life’s travelling at the start of a new year is probably an exercise you’re likely to pursue with greater urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce. What’s next,...
If your business is like millions of other small or medium businesses in Australia, it’s likely that you’ll have one or more individuals whose involvement is critical to its success. This ‘key person’ might be important because of their investment or experience, their technical expertise or...
Where there’s a will there’s a way, especially when it comes to saving. The latest scientific findings reveal that although fewer than 25 per cent of us have a genetic predisposition to squirrel money away for the future, we can all learn to save if...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.